Wed, Apr 27

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Morton’s Steak House - White Plains

Creating Your Acquisition and Succession Planning Strategy Workshop

With nearly half of all financial advisors retiring or exiting the business in the next 10 years, succession planning has become crucial for advisors as retirement planning is for clients.

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Creating Your Acquisition and Succession Planning Strategy Workshop

Time & Location

Apr 27, 5:30 PM – 7:00 PM

Morton’s Steak House - White Plains, 5 Mamaroneck Ave, White Plains, NY 10601, USA

About the event

With the increasing number of financial advisors retiring or exiting the business in the next 10 years, succession planning has become as crucial for advisors as retirement planning is for clients.  In a similar respect, when acquiring a practice, the preparation to understand a business's value and the deal structure is just as important if not more so.

Whether you are considering selling your practice or buying an existing book of business being informed is critical for success.  Join us for an in-depth discussion that covers:

• Learning about buyer's risks like seller engagement, client attrition and cash flow challenges

• Exploring sellers' risks like low down payment, buyer insolvency and philosophical alignment

• Reviewing case studies and tools to help assess value strategies

*Food & Drinks will be provided.

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